Latest insights

Update on US Liberation Day

Asset Allocation
Since his return to the White House, Trump has announced a series of country or sectoral tariff increases. If we combine all the measures announced before 2 April (20% on China, 25% on Canada and Mexico with exemption for goods that comply with the USMCA , 25% on steel and aluminum and 25% on automobiles and parts), the average tariff rate on US imports was on course to reach 11% from 2.5% end of 2024.
  • Fixed Income, Charudatta Shende

    Credit Markets: Don’t get “Carry-ed” away

    Navigating fixed income markets can be a daunting task for those unfamiliar with their intricacies. A multitude of factors – fundamentals, valuations and technicals – can impact a wide range of instruments – sovereigns (developed & emerging), corporates (investment grade and high yield) –, contributing to a highly complex financial landscape.
  • Asset Allocation, Macro

    Update on ReArm Europe

    Released last September, former ECB President Mario Draghi’s report urged the EU to revive and boost its competitiveness. At the end of January, the European Commission presented the Competitiveness Compass to allow Europe to revive economic growth and secure prosperity.
4 results found
  • Healthcare
Show me
  • Topic
  • Theme
  • Publication
  • Author
Show me
  • Topic
  • Theme
  • Publication
from
  • Author
4 results found
  • Healthcare
ESG, SRI, Healthcare, Servaas Michielssens, Linden Thomson

Time to Re-engage with Healthcare?

Healthcare share prices tend to reflect some trepidation leading up to and shortly after the US presidential elections, yet for the last five elections the sector outperformed in the 12 months following the election.
Q&A, Healthcare, Linden Thomson, Servaas Michielssens

Biotech investing: is there a doctor in the house?

Servaas Michielssens and Linden Thomson answer investors’ questions about a sector where depth of specialist knowledge is a prerequisite to consistent stock selection success.
Healthcare

Healthcare – Invest in a Better Life

Improving Healthcare is a megatrend, as it has been throughout living memory. From one nation to another, Healthcare spend per capita is generally higher where GDP per capita is higher.

Find it fast

Get information faster with a single click

Get insights straight to your inbox